• Combine / merge multiple invoices into master

  Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and

• Web Clipper cannot save to collections

  With the recent update that added collections, i am unable to use the web clipper to save to a collection

• sort by name is always z to a

  I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?

• Preview generation in progress for days

  I uploaded a video file to Zoho webinar. The file has been showing Preview generation in progress for days. Pls help, why is not approved?

• Im trying to white list domain dynamically in zoho desk extension

  Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":

• Sync failed: Invalid Date value

  Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the

• Office 365 is marking us as "bulk"

  All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,

• Zoho Assist

  Hi, We are using zoho assist unattended access in some windows server 2012 and recently the agent lets you connect but not let you do anything on the remote machine. Sometimes you can click on something but nothing happens. There's a issue with this new

• QR code image is not exported in PDFs

  The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

• Email parser rule will only parse emails with an exact match? What madness is this?

  I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases that

• Some notes are shown as Not Synced

  I'm not sure why this happens but it's a weird little bug I noticed. I have two notes I believe that has that weird icon shown in the screenshot that shows that it's not synced even though the notes do sync properly. Manual syncing doesn't remove the

• Zoho CRM record in blueprint unable to initiate any form of approval process

  My business case As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular

• Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

  Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock

• My fix for "This report is not accessible" in published pages

  Hi Community, after having the same issue as many others here and going through the community's posts, i found a solution on my own. Again, the quality of support from Zoho is pretty awful: if you cannot help yourself, you're lost. I really like Zoho,

• Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

  Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments.  Currently reconciling the undeposited funds account is a fairly tedious process for us.  Since the deposits and payments are just thrown into a "bucket"

• Customized folder permissions in web Zoho WorkDrive won't apply to Sync

  Hi, within the 'Deals' macro-folder I created a folder for each Sales person (att. 1). Within each Sales person's folder a subfolder is automatically generated via function every time a new deal record is created in Zoho CRM, i.e. 1 deal record = 1 deal

• SMTP error

  I am using SMTP from Zoho the account is accounts@khlaklaeeb.com it was working fine then started to have Error and unable to delivery messages SMTP host SMTP.zoho,com SMTP user: accounts@khlaklaeeb.com SMTP port 465 PAssword: App Password it was working

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• Zoho Live chat doesnt chat on CRM Contact page????

  We have used Salesforce Live Agent for the last 8 years and the chat comes in on the Contact record which is logical and intuitive as the chat agent can see the customers sales history and open opportunities...etc... We just migrated to Zoho CRM and I

• Image Quality Issue on Zoho Assist

  Hello, For the past two days, I've been experiencing a significant image quality issue on Zoho Assist when connecting to one of my computers. I’ve tried reinstalling the application, but the issue persists across multiple devices. The internet connection

• Sent Mail not in "Sent" IMAP folder

  I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw!  Please fix this ASAP! Oliver

• Disable "skip to content" in Help Center

  Our users used to be able to press the tab button to skip between fields when submitting a new ticket in the help center. Now it pulls up the "skip to content" button in the top left corner. I know this is an accessibility feature, but is there any way

• Mail Data Migration

  Hello Team, I have an issue with my organization mail data migration from Google to Zoho. We used Google Workspace before now but decided to change to Zoho to enjoy your service. I have successfully created an account and 1. Complete Domain verification

• This is a HTML email and your email client software does not support HTML email!

  I have a small business, recently the email notification is coming like this to me, can anyone please help me? I am not so IT savvy -----=_NextPart_b4583c76c623900f59ad5b420c6da260 Content-Type: multipart/alternative; boundary="----=_NextPart_b4583c76c623900f59ad5b420c6da260_alt"

• Zoho Account delete function

  Hello Zoho support team The issue is as follows: Step1: Created an account community@bisonenergy.net Step2: Deleted this account. Step3: Created the new group mail using the same mail address, but the data already exists. So I have to change the name

• Not Receiving Emails from Gmail, but Other Providers Work Fine

  Hello, I'm experiencing an issue where my Zoho Mail account does not receive any emails sent from Gmail addresses. However, I can successfully receive emails from other providers such as Hotmail and Yahoo. There are no problems with sending emails—I'm

• Basic String Search Not Possible in CRM Deluge – Feature Request or Workaround?

  Hi all, I’m trying to solve what should be a very basic automation task in Zoho CRM Deluge: Find the first 11-digit number anywhere in a string (specifically an email subject). In almost any programming language—even 1980s BASIC!—this is a trivial loop:

• Reencaminhamento de e-mails.

  Boa tarde, gostaria de saber se tem a possibilidade de realizar o reencaminhamento de um e-mail especifico. Ex. Eu recebo alguns e-mails de um remetente e gostaria que o meu amigo de trabalho também recebesse esse e-mail, somente deste destinatário, é

• Dashboard won't save, nor allow me to do a "save as"

  For some reason, one of my dashboards won't let me make any modifications to it and save?  I get the "do you want to save before closing?' and I say yes and the dialogue box just stays there.  I try to do a "save as" right after I open that dashboard and I get the dialogue box that seems to let me name the new dashboard, but it won't let me save.  The dialogue box just stays there unless I hit cancel or no. Can you please help? Jamie

• Copying Files Between Modules

  Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");

• Problem with scheduled report sending in Zoho Analytics

  Problem with scheduled report sending in Zoho Analytics. Reports are not sent due to size. How can I increase it?

• US military addresses

  When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links

• Zoho Sigma and Catalyst IPs for Whitelist

  Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,

• {"error":"invalid_client"}

  Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this I

• Issue with Schedule Workflows – "Usage Limit Crossed" Error

  Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,

• SalesIQ not loading on mobile

  We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem

• Unable to make calls at the moment.

  One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended. 

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Transfer to agent not working on flutter app after integration

  [media pointer="file-service://file-LF6KAwkyDJNd6MbzZmctS3"] [media pointer="file-service://file-FN66XQUngquBJGLdrS827u"] +7 -2 Lines changed: 7 additions & 2 deletions Original file line number Diff line number Diff line change @@ -1,10 +1,11 @@ import

• Zoho Blog from Zoho Sites

  I keep receiving this error after trying to edit blog posts that were previously saved for posting at a later date: Additionally, I try to make new posts and they show this message, "Failed to save".

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